Tuttle Capital Management’s IDEX IEX Stock Holding History

Tuttle Capital Management’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,079	Closed	-$898K	–	199
2021 Q2	$898K	Buy	+4,079	New	+$901K	0.4%	106

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tuttle Capital Management's IEX Position: Q3 2021 in Review

Tuttle Capital Management sold out of IDEX (IEX) in Q3 2021, closing a stake of 4,079 shares — an estimated $898K sold.

Tuttle Capital Management first reported a position in IEX in Q2 2021 and held it in 1 quarter. The position peaked at $898K in Q2 2021. 543 funds tracked by Wall St. Rank hold IEX as of Q3 2021.

Tuttle Capital Management reported no remaining IDEX position as of Q3 2021 after selling out during the quarter.
Tuttle Capital Management sold 4,079 IDEX shares in Q3 2021, an estimated $898K.
Tuttle Capital Management first reported a position in IDEX in Q2 2021 and held it in 1 quarter.
Tuttle Capital Management's IDEX position peaked at $898K in Q2 2021.
543 funds tracked by Wall St. Rank held IDEX as of Q3 2021.

Based on Tuttle Capital Management's 13F filing for Q3 2021, filed 20 Oct 2021.